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BLOGS & RESOURCES

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Using 529 Plans: Minnesota Tax Benefits

Many people are aware of the tax benefits available at a Federal level for funding and using a 529 plan to pay for college costs. Investment income from these plans is exempt from Federal tax as long as the funds are used to pay for qualified higher education expenses and now up to $10,000/year can be used for qualified K-12 expenses.

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How Much Life Insurance Do You Need?

Your family's needs and assets are critical considerations when determining how much life insurance to invest in. Use this four step process to help you calculate how much life insurance you need.

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Common Estate Planning Mistakes to Avoid

Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.

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